+33.9%
ALNY vs BTDR
+20.7%
+13.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.7% | -3.3% | +0.4% |
| 7D | -6.5% | -3.4% | -3.2% | -6.5% |
| 30D | +11.0% | +32.6% | -21.6% | +10.1% |
| 3M | -14.1% | -32.2% | +18.2% | -13.0% |
| 6M | -22.4% | +52.4% | -74.7% | -24.5% |
| YTD | -37.5% | +6.7% | -44.2% | -38.5% |
| 1Y | -46.9% | -15.2% | -31.7% | -47.7% |
| 3Y | +22.1% | +14.9% | +7.2% | +12.5% |
| All | +33.9% | +20.7% | +13.2% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded BTDR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling